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Disclosery

Bison Wealth, LLC: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bison Wealth, LLC on IAU, newest first. How the timeline and the estimate are built.

Bison Wealth, LLC held 16,778 IAU shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 16,778 shares
    Change vs previous 13F +7,379 shares

    0.18% of the 13F portfolio, value $830,679.

    13F-HR 0001172661-25-001285 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 9,399 shares
    Change vs previous 13F -3,311 shares

    0.07% of the 13F portfolio, value $467,130.

    13F-HR 0001172661-24-004465 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 12,710 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $533,947.

    13F-HR 0001172661-24-002986 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 12,710 shares
    Change vs previous 13F -1,581 shares

    0.09% of the 13F portfolio, value $533,947.

    13F-HR 0001172661-24-002121 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 14,291 shares
    Change vs previous 13F -2,894 shares

    0.1% of the 13F portfolio, value $557,778.

    13F-HR 0001172661-24-000384 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 17,185 shares
    Change vs previous 13F -35,161 shares

    0.12% of the 13F portfolio, value $601,303.

    13F-HR 0001172661-23-003718 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 52,346 shares
    Change vs previous 13F -1,458 shares

    0.35% of the 13F portfolio, value $1,904,871.

    13F-HR 0001172661-23-003169 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 53,804 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,054,775.

    13F-HR 0001172661-23-002097 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).